EJ

Evan C. Johnson

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CRD#: 5924135
EJ

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Evan Cameron Clark Johnson, who also goes by Evan Johnson, was a registered financial professional .

Evan is a previously registered financial professional and started their career in finance in 2011. Evan had worked at 3 firms and has passed the Series 66 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


Evan Johnson

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

July 11, 2012 - March 24, 2017

BASIC WEALTH ADVISORS, INC

RIA
CRD#: 163998
GREENVILLE, SC
Past

July 25, 2011 - July 13, 2012

CREATIVE FINANCIAL DESIGNS, INC.

RIA
CRD#: 109032
KOKOMO, IN
Past

June 3, 2011 - July 13, 2012

CFD INVESTMENTS, INC.

BD
CRD#: 25427
GREENVILLE, SC

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/18/2011
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


BW
BASIC WEALTH ADVISORS, INC
BASIC WEALTH ADVISORS, INC

CRD#: 163998 / SEC#:

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Contact information


Main Address
Ponte Vedra, FL
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BASIC WEALTH ADVISORS, INC

CRD#: 163998

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